Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
-13,120
Closed -$1.9M 90
2016
Q2
$1.9M Sell
13,120
-2,190
-14% -$313K 0.01% 189
2016
Q1
$2.22M Sell
15,310
-7,947
-34% -$1.02M 0.01% 189
2015
Q4
$3.06M Buy
23,257
+11,400
+96% +$1.53M 0.01% 172
2015
Q3
$1.64M Hold
11,857
﹤0.01% 194
2015
Q2
$1.84M Sell
11,857
-11,386
-49% -$1.83M ﹤0.01% 190
2015
Q1
$3.57M Hold
23,243
0.01% 161
2014
Q4
$3.56M Sell
23,243
-6,529
-22% -$1.04M 0.01% 173
2014
Q3
$5.4M Sell
29,772
-917
-3% -$167K 0.01% 151
2014
Q2
$5.32M Sell
30,689
-63,275
-67% -$11.4M 0.02% 158
2014
Q1
$17.3M Sell
93,964
-18,694
-17% -$3.29M 0.08% 117
2013
Q4
$20.2M Sell
112,658
-320,757
-74% -$55.3M 0.1% 111
2013
Q3
$76.7M Buy
433,415
+73,726
+20% +$13.4M 0.39% 71
2013
Q2
$65.7M Buy
+359,689
New +$70M 0.34% 76

Other funds holding IBM